0001037792-22-000013.txt : 20221026 0001037792-22-000013.hdr.sgml : 20221026 20221026140916 ACCESSION NUMBER: 0001037792-22-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221026 DATE AS OF CHANGE: 20221026 EFFECTIVENESS DATE: 20221026 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PARADIGM CAPITAL MANAGEMENT INC/NY CENTRAL INDEX KEY: 0001037792 IRS NUMBER: 141770168 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06298 FILM NUMBER: 221332722 BUSINESS ADDRESS: STREET 1: 9 ELK STREET CITY: ALBANY STATE: NY ZIP: 12207 BUSINESS PHONE: 5184313500 MAIL ADDRESS: STREET 1: 9 ELK STREET CITY: ALBANY STATE: NY ZIP: 12207 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001037792 XXXXXXXX 09-30-2022 09-30-2022 PARADIGM CAPITAL MANAGEMENT INC/NY

9 ELK STREET ALBANY NY 12207

13F HOLDINGS REPORT 028-06298 N Sara Spychalski 518-431-3500 Sara Spychalski Albany NY 10-26-2022 1 232 1391452 false 1 Paradigm Funds Advisor LLC INFORMATION TABLE 2 13f3Q2022.xml A10 Networks, Inc. COM 002121101 1373 103500 SH SOLE 103500 0 0 A10 Networks, Inc. COM 002121101 4303 324300 SH DFND 01 0 324300 0 Abbott Laboratories COM 002824100 764 7900 SH SOLE 7900 0 0 Absolute Software Corp COM 00386B109 10321 889000 SH SOLE 889000 0 0 Absolute Software Corp COM 00386B109 2231 192124 SH DFND 01 0 192124 0 Addus homeCare Corporation COM 006739106 1407 14770 SH SOLE 14770 0 0 Addus homeCare Corporation COM 006739106 3676 38600 SH DFND 01 0 38600 0 Air Transport Services Group COM 00922R105 891 37000 SH DFND 01 0 37000 0 Allegheny Technologies Inc COM 01741R102 419 15750 SH DFND 01 0 15750 0 Allscripts Healthcare Solution COM 01988P108 305 20000 SH SOLE 20000 0 0 Amer Eagle Outfitters COM 02553E106 1021 104900 SH SOLE 104900 0 0 Amer Eagle Outfitters COM 02553E106 1449 148900 SH DFND 01 0 148900 0 American Financial Group COM 025932104 2283 18575 SH SOLE 18575 0 0 American Financial Group COM 025932104 793 6450 SH DFND 01 0 6450 0 American Woodmark Corporation COM 030506109 14939 340600 SH SOLE 340600 0 0 AngioDynamics, Inc. COM 03475V101 5872 287000 SH SOLE 287000 0 0 Atricure Inc COM 04963C209 1310 33500 SH SOLE 33500 0 0 Atricure Inc COM 04963C209 2100 53700 SH DFND 01 0 53700 0 AVIAT NETWORKS INC COM NEW COM 05366Y201 7368 269100 SH SOLE 269100 0 0 AVIAT NETWORKS INC COM NEW COM 05366Y201 1369 50000 SH DFND 01 0 50000 0 Axcelis Technologies Inc. COM 054540208 2665 44000 SH SOLE 44000 0 0 Axcelis Technologies Inc. COM 054540208 3028 50000 SH DFND 01 0 50000 0 Azenta Inc COM 114340102 159 3700 SH SOLE 3700 0 0 Azenta Inc COM 114340102 1624 37900 SH DFND 01 0 37900 0 Banner Corp New COM 06652V208 650 11000 SH DFND 01 0 11000 0 Baxter International COM 071813109 285 5300 SH SOLE 5300 0 0 Best Buy Co COM 086516101 2679 42300 SH SOLE 42300 0 0 Best Buy Co COM 086516101 2578 40700 SH DFND 01 0 40700 0 Black Knight Inc. COM 09215C105 564 8706 SH SOLE 8706 0 0 Black Knight Inc. COM 09215C105 117 1809 SH DFND 01 0 1809 0 Boise Cascade Company COM 09739D100 2722 45775 SH SOLE 45775 0 0 Boise Cascade Company COM 09739D100 2575 43300 SH DFND 01 0 43300 0 Bristol-Myers Squibb COM 110122108 725 10200 SH SOLE 10200 0 0 Broadcom Ltd COM 11135F101 36453 82100 SH SOLE 82100 0 0 Builders Firstsource Inc COM 12008R107 9242 156850 SH SOLE 156850 0 0 Builders Firstsource Inc COM 12008R107 4790 81300 SH DFND 01 0 81300 0 Calamp Corp COM 128126109 2679 697600 SH SOLE 697600 0 0 Calamp Corp COM 128126109 768 200000 SH DFND 01 0 200000 0 Caleres Inc COM 129500104 17213 710700 SH SOLE 710700 0 0 Caleres Inc COM 129500104 4360 180000 SH DFND 01 0 180000 0 Calix Inc COM 13100M509 47677 779800 SH SOLE 779800 0 0 Calix Inc COM 13100M509 5503 90000 SH DFND 01 0 90000 0 Cannae Holdings Inc. COM 13765N107 661 32000 SH SOLE 32000 0 0 Cannae Holdings Inc. COM 13765N107 138 6700 SH DFND 01 0 6700 0 Carpenter Technology Corp COM 144285103 430 13800 SH DFND 01 0 13800 0 CDW Corporation COM 12514G108 468 3000 SH SOLE 3000 0 0 Ceragon Networks Ltd COM M22013102 64 35000 SH SOLE 35000 0 0 Cerence Inc. COM 156727109 8346 529900 SH SOLE 529900 0 0 Cerence Inc. COM 156727109 1890 120000 SH DFND 01 0 120000 0 Cigna Corp New COM 125523100 749 2700 SH SOLE 2700 0 0 Citi Trends, Inc. COM 17306X102 10674 688200 SH SOLE 688200 0 0 Citi Trends, Inc. COM 17306X102 931 60000 SH DFND 01 0 60000 0 Coherent Inc COM 19247g107 30619 878600 SH SOLE 878600 0 0 Coherent Inc COM 19247g107 1474 42300 SH DFND 01 0 42300 0 Cohu Inc. COM 192576106 25187 976999 SH SOLE 976999 0 0 Cohu Inc. COM 192576106 842 32650 SH DFND 01 0 32650 0 Colgate-Palmolive COM 194162103 1391 19800 SH SOLE 19800 0 0 Comcast Corporation Cl A COM 20030N101 340 11600 SH SOLE 11600 0 0 Computer Programs & Systems COM 205306103 558 20000 SH SOLE 20000 0 0 Computer Programs & Systems COM 205306103 1673 60000 SH DFND 01 0 60000 0 Concentrix Corp COM 20602D101 49 442 SH SOLE 442 0 0 Concentrix Corp COM 20602D101 659 5900 SH DFND 01 0 5900 0 Conduent Inc COM 206787103 468 140000 SH DFND 01 0 140000 0 Consensus Cloud Solutions, Inc COM 20848V105 583 12333 SH SOLE 12333 0 0 Consensus Cloud Solutions, Inc COM 20848V105 840 17766 SH DFND 01 0 17766 0 Cross Country Healthcare, Inc. COM 227483104 1495 52700 SH SOLE 52700 0 0 Cross Country Healthcare, Inc. COM 227483104 1560 55000 SH DFND 01 0 55000 0 Cutera, Inc. COM 232109108 13092 287100 SH SOLE 287100 0 0 Cutera, Inc. COM 232109108 4560 100000 SH DFND 01 0 100000 0 Designer Brands Inc. CL A COM 250565108 465 30400 SH SOLE 30400 0 0 Designer Brands Inc. CL A COM 250565108 781 51000 SH DFND 01 0 51000 0 Ducommun Inc COM 264147109 24107 607848 SH SOLE 607848 0 0 Ducommun Inc COM 264147109 5243 132200 SH DFND 01 0 132200 0 Edwards Lifesciences Corporati COM 28176E108 1058 12800 SH SOLE 12800 0 0 EMCOR Group, Inc. COM 29084Q100 4362 37775 SH SOLE 37775 0 0 EMCOR Group, Inc. COM 29084Q100 6594 57100 SH DFND 01 0 57100 0 Emergent BioSolutions COM 29089Q105 210 10000 SH SOLE 10000 0 0 EnerSys COM 29275Y102 28701 493400 SH SOLE 493400 0 0 EnerSys COM 29275Y102 1315 22600 SH DFND 01 0 22600 0 Ensign Group, Inc. COM 29358P101 25400 319500 SH SOLE 319500 0 0 Ensign Group, Inc. COM 29358P101 5374 67600 SH DFND 01 0 67600 0 Entegris Inc COM 29362U104 35831 431600 SH SOLE 431600 0 0 Entegris Inc COM 29362U104 822 9900 SH DFND 01 0 9900 0 Eton Pharmaceuticals, Inc. COM 29772l108 630 300000 SH DFND 01 0 300000 0 Exagen, Inc. COM 30068x103 220 81189 SH DFND 01 0 81189 0 Express Inc. COM 30219E103 42 38400 SH SOLE 38400 0 0 Extreme Networks COM 30226D106 70795 5416600 SH SOLE 5416600 0 0 Extreme Networks COM 30226D106 5489 420000 SH DFND 01 0 420000 0 Fabrinet COM G3323L100 52746 552600 SH SOLE 552600 0 0 Fabrinet COM G3323L100 1594 16700 SH DFND 01 0 16700 0 Federal Signal Corp COM 313855108 3359 90000 SH SOLE 90000 0 0 Fidelity National Financial COM 31620R303 1028 28393 SH SOLE 28393 0 0 Fidelity National Financial COM 31620R303 214 5900 SH DFND 01 0 5900 0 First Merchants Corporation COM 320817109 1315 34000 SH DFND 01 0 34000 0 Foot Locker, Inc. COM 344849104 50 1600 SH SOLE 1600 0 0 Foot Locker, Inc. COM 344849104 3256 104600 SH DFND 01 0 104600 0 Formfactor Inc COM 346375108 18001 718600 SH SOLE 718600 0 0 Formfactor Inc COM 346375108 1082 43200 SH DFND 01 0 43200 0 Fossil Group Inc. COM 34988V106 68 20000 SH SOLE 20000 0 0 Fossil Group Inc. COM 34988V106 410 120000 SH DFND 01 0 120000 0 Garmin LTD COM H2906T109 2594 32300 SH SOLE 32300 0 0 Garmin LTD COM H2906T109 1454 18100 SH DFND 01 0 18100 0 GATX Corp COM 361448103 64 750 SH SOLE 750 0 0 GATX Corp COM 361448103 843 9900 SH DFND 01 0 9900 0 Gentherm Inc COM 37253A103 746 15000 SH SOLE 15000 0 0 Globus Medical Inc Cl A new COM 379577208 34557 580100 SH SOLE 580100 0 0 Globus Medical Inc Cl A new COM 379577208 6160 103400 SH DFND 01 0 103400 0 Halozyme Therapeutics, Inc. COM 40637H109 395 10000 SH SOLE 10000 0 0 Harsco Corporation COM 415864107 894 239000 SH SOLE 239000 0 0 Harsco Corporation COM 415864107 374 100000 SH DFND 01 0 100000 0 Hillenbrand Inc COM 431571108 2600 70800 SH SOLE 70800 0 0 Hillenbrand Inc COM 431571108 727 19800 SH DFND 01 0 19800 0 Hooker Furniture Corporation COM 439038100 540 40000 SH DFND 01 0 40000 0 IAC/ InterActiveCorp COM 44891N208 1022 18450 SH SOLE 18450 0 0 IAC/ InterActiveCorp COM 44891N208 1157 20900 SH DFND 01 0 20900 0 Ichor Holdings COM G4740B105 5837 241100 SH SOLE 241100 0 0 Infinera Corp COM 45667G103 8683 1794000 SH SOLE 1794000 0 0 Infinera Corp COM 45667G103 3388 700000 SH DFND 01 0 700000 0 Infusystems Holdings Inc Restr COM 45685k102 140 20000 SH DFND 01 0 20000 0 Insight Enterprises COM 45765U103 46883 568900 SH SOLE 568900 0 0 Insight Enterprises COM 45765U103 4780 58000 SH DFND 01 0 58000 0 Invacare Corporation COM 461203101 273 350000 SH SOLE 350000 0 0 J Jill Group COM 46620W201 664 40000 SH DFND 01 0 40000 0 Jabil Inc COM 466313103 34818 603333 SH SOLE 603333 0 0 Jabil Inc COM 466313103 2776 48100 SH DFND 01 0 48100 0 Jeld-wen Holding, Inc. COM 47580P103 87 10000 SH DFND 01 0 10000 0 Johnson & Johnson COM 478160104 4688 28700 SH SOLE 28700 0 0 Kadant Inc. COM 48282T104 2502 15000 SH SOLE 15000 0 0 Kadant Inc. COM 48282T104 3103 18600 SH DFND 01 0 18600 0 Kelly Services Inc Class A COM 488152208 1201 88400 SH SOLE 88400 0 0 Kelly Services Inc Class A COM 488152208 3117 229325 SH DFND 01 0 229325 0 Kforce, Inc. COM 493732101 4669 79600 SH SOLE 79600 0 0 Kforce, Inc. COM 493732101 7015 119600 SH DFND 01 0 119600 0 Kirkland's Inc. COM 497498105 383 127233 SH SOLE 127233 0 0 Kratos Defense & Security Solu COM 50077B207 7804 768100 SH SOLE 768100 0 0 Kratos Defense & Security Solu COM 50077B207 610 60000 SH DFND 01 0 60000 0 Kulicke & Soffa Industries Inc COM 501242101 4706 122150 SH SOLE 122150 0 0 Kulicke & Soffa Industries Inc COM 501242101 7640 198300 SH DFND 01 0 198300 0 La Z Boy Inc COM 505336107 677 30000 SH SOLE 30000 0 0 Lantronix Inc. COM 516548203 192 40000 SH DFND 01 0 40000 0 Lulu's Fashion Lounge COM 55003a108 93 20000 SH DFND 01 0 20000 0 Lumentum Holdings Inc. COM 55024U109 3362 49031 SH SOLE 49031 0 0 Lumentum Holdings Inc. COM 55024U109 1879 27400 SH DFND 01 0 27400 0 Marvell Technology Inc. COM 573874104 4055 94500 SH SOLE 94500 0 0 Marvell Technology Inc. COM 573874104 3248 75700 SH DFND 01 0 75700 0 Masimo Corp COM 574795100 2760 19553 SH SOLE 19553 0 0 Masimo Corp COM 574795100 1440 10200 SH DFND 01 0 10200 0 MaxLinear, Inc COM 57776J100 33840 1037400 SH SOLE 1037400 0 0 MaxLinear, Inc COM 57776J100 6028 184800 SH DFND 01 0 184800 0 Mid America Apartment Communit COM 59522J103 3600 23215 SH SOLE 23215 0 0 Mid America Apartment Communit COM 59522J103 3001 19350 SH DFND 01 0 19350 0 MiMedx COM 602496101 2346 817300 SH SOLE 817300 0 0 MiMedx COM 602496101 918 320000 SH DFND 01 0 320000 0 MKS Instruments Inc. COM 55306N104 3082 37300 SH SOLE 37300 0 0 MKS Instruments Inc. COM 55306N104 1892 22900 SH DFND 01 0 22900 0 Modine Manufacturing Co COM 607828100 29159 2253430 SH SOLE 2253430 0 0 Modine Manufacturing Co COM 607828100 4011 310000 SH DFND 01 0 310000 0 MYR Group Inc. COM 55405W104 678 8000 SH SOLE 8000 0 0 Natera, Inc. COM 632307104 4132 94300 SH SOLE 94300 0 0 Natera, Inc. COM 632307104 2743 62600 SH DFND 01 0 62600 0 National Bank Hldgs Corp Cl A COM 633707104 629 17000 SH DFND 01 0 17000 0 Nature's Sunshine Products, In COM 639027101 8993 1091330 SH SOLE 1091330 0 0 Nature's Sunshine Products, In COM 639027101 330 40000 SH DFND 01 0 40000 0 Nextgen Healthcare Inc. COM 65343C102 9631 544100 SH SOLE 544100 0 0 Nextgen Healthcare Inc. COM 65343C102 1770 100000 SH DFND 01 0 100000 0 NN, Inc. COM 629337106 6143 3592400 SH SOLE 3592400 0 0 NortonLifeLock Inc. COM 668771108 1813 90000 SH SOLE 90000 0 0 Ocular Therapeutix Inc. COM 67576a100 166 40000 SH DFND 01 0 40000 0 Omnicell Inc COM 68213N109 25584 293967 SH SOLE 293967 0 0 Omnicell Inc COM 68213N109 2263 26000 SH DFND 01 0 26000 0 Onto Innovation Inc. COM 683344105 73843 1152889 SH SOLE 1152889 0 0 Onto Innovation Inc. COM 683344105 5054 78900 SH DFND 01 0 78900 0 Ooma Inc. COM 683416101 246 20000 SH SOLE 20000 0 0 Orthopediatrics Corp COM 68752L100 231 5000 SH SOLE 5000 0 0 Orthopediatrics Corp COM 68752L100 904 19600 SH DFND 01 0 19600 0 Pennant Group Inc. COM 70805E109 394 37856 SH SOLE 37856 0 0 Pennant Group Inc. COM 70805E109 104 10000 SH DFND 01 0 10000 0 PepsiCo Inc COM 713448108 278 1700 SH SOLE 1700 0 0 PerkinElmer, Inc. COM 714046109 4350 36150 SH SOLE 36150 0 0 PerkinElmer, Inc. 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COM 74736K101 1946 24500 SH DFND 01 0 24500 0 R1 RCM, Inc New COM 77634l105 58027 3131500 SH SOLE 3131500 0 0 R1 RCM, Inc New COM 77634l105 3521 190000 SH DFND 01 0 190000 0 Radnet Inc COM 750491102 446 21900 SH SOLE 21900 0 0 Radnet Inc COM 750491102 678 33300 SH DFND 01 0 33300 0 Regal Rexnord Corporation COM 758750103 1781 12686 SH SOLE 12686 0 0 Regal Rexnord Corporation COM 758750103 1712 12200 SH DFND 01 0 12200 0 Renasant Corporation COM 75970E107 907 29000 SH DFND 01 0 29000 0 Ribbon Communications Inc COM 762544104 21418 9647945 SH SOLE 9647945 0 0 Ribbon Communications Inc COM 762544104 1643 740000 SH DFND 01 0 740000 0 Scansource Inc COM 806037107 9531 360900 SH SOLE 360900 0 0 Scansource Inc COM 806037107 2031 76894 SH DFND 01 0 76894 0 Sensient Technologies Corp COM 81725T100 1957 28225 SH SOLE 28225 0 0 Sensient Technologies Corp COM 81725T100 3699 53350 SH DFND 01 0 53350 0 SI-Bone, Inc. COM 825704109 1100 63000 SH SOLE 63000 0 0 Skyworks Solutions, Inc. 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